Living Trust Forum
Welcome to the Living Trust Forum. Our goal is to give people a place to gather (virtually) and discuss living trust and estate planning topics of interest. A thoughtful and intelligent sharing of ideas will benefit everyone and help us all understand living trusts better.
Some of the hot topics discussed here have included don't do your own living trust; create a financial legacy; and attorney website builder.
As with everything else on this site, we cannot, and don’t intend to, provide legal advice. "Legal advice" implies an attorney-client relationship and consideration and application of the law in your state or locality and the specific factors unique to your particular situation. For individual legal advice you should obtain the services of a qualified attorney. Attorney's and laymen alike are welcome to participate and post comments. However, no one is permitted to use Free Living Trust Information to solicit clients or practice law in any fashion. No one is paid for anything they write on this site – including in this forum. For more information, read our Terms of Use.
This is a public forum; anyone may contribute. So, you can never rely solely on anything said here. You should conduct your own independent research. However, it is also the very accessible and public nature of this forum that encourages accuracy because things written here are viewed by many people who have the opportunity to comment on what's said.
Over time, the best living trust and estate planning ideas should rise to the top and if an idea is not good, that should also become obvious based on what others have to say about it.
In the end, it's all about the living trust community sharing information and experience about living trusts and estate planning.
So...
Living Trust Forum Articles:
What's On Your Mind?
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What Other Visitors Have Said
Click below to see contributions from other visitors to this page...
Trust Amendment
Does a trust amendment need to be notarized in CA?
Will, Trust or Both?
I just want to see if this forum would be helpful to me for deciding what I need, will or trust or both?
How Beneficiary Get Trustee To Distribute Assets?
How do you get successor trustee, to transfer Title to property, that beneficiary's are not selling.
The Trust calls for outright distribution of assets....
What's enough property to warrant a Living Trust?
I have been doing a lot of research on living trusts. Throughout this literature I find they say essentially the same thing: use a living trust if you ...
Looking for ideas on how to divide assets in writing a trust
My husband & I are having trouble dividing our assets in writing a trust. We don't have children. I'd rather not include my niece & nephew since there ...
contesting a major amendment to a revocable trust?
Don't know where to start, much less what needs to be done if anything can be done still to contest a major amendment made to the trust during a questionable ...
Living trust legality vs Will
If a person has made a will, then becomes disabled through dementia and the care provider says they were made executor, can they then change and set up ...
Trustee Not Distributing Assets
Not rated yet
My brother, sucessor trustee is not distributing assets outright like trust instructions say to do.
Instead he is holding on to my cash distribution ...
Father just died!
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My father died recently and left everything in a trust. I am sure I was disinherit. How soon after death must a trust be read. thanks
Editor'...
Need to find a trust
Not rated yet
My mom died in 1993 and it was just brought to my attention that she had a trust and left me and my sister money. Turns out my uncle cashed in the trust ...
Living trust and disabled children?
Not rated yet
Hi,
I'm helping my Mom in planning her estate now and after death
A major question has arisen concerning both wills and living trusts. Both my ...
Trust Money Gone; Now What Should We Do?
Not rated yet
I wasn't told about being part of my mothers & her husbands trust until 7 months after he died (my mom died 10 years ago). And this is only because his ...
Problems with Trust Tax Return
Not rated yet
I was asked to help a Trustee pull together their records and provide schedules for the purpose of filing their annual trust tax return. I have prepared ...
Search for living trust files on record
Not rated yet
Our uncle died 7-20-08 and we found his 1994 living trust but want to locate a more current version, if there is one.
So far all the leads to attorneys ...
Co-trustee force to sale
Not rated yet
My brother and I are co-trustees of a house my dad left us. I have been living here for 4 years. I have spent about $20,000 in repairs to the house, and ...
Successor Trustee as Living Trust Claimant
Not rated yet
My sister, the successor trustee of my parents' living trust upon their simultaneous deaths in CA in Nov 2007, is claiming that the Trust owes her $158000 ...
Three Of Us -- Joint Living Trust Trustees?
Not rated yet
Can my wife and I and a friend make a JOINT LIVING TRUST whereby all three of us could act as TRUSTEE?
Editor's Note: Of course we can't offer ...
Can Financial Planners Do Living Trusts?
Not rated yet
I went to a free dinner last night put on by a local financial planner. I was surprised when they started "pitching" living trusts. So, I did some research ...
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